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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-28 |
Branch Locations
2601 Saturn Street Suite 100, Brea, CA 92821 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Albertsons | Corona | CA | 03/2024 | 05/2025 |
| American Income Life | Corona | CA | 08/2025 | 10/2025 |
| Verde Winsight Group | Chino Hills | CA | 01/2025 | 08/2025 |
| New York Life Insurance Company | Riverside | CA | 10/2025 | 08/2026 |
| Ihss | Corona | CA | 08/2020 | Present |
| Colorado State University - Global Campus | Corona | CA | 03/2024 | 09/2024 |
| Nylife Securities Llc | Riverside | CA | 09/2025 | 08/2026 |
| Unemployed | Corona | CA | 04/2016 | 09/2020 |
| Raymond James Financial Services, Inc. | Brea | CA | 08/2026 | Present |
| Blunt Wealth Services | Brea | CA | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Brea | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-10 |
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